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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
576
Prosperity Capital Advisors
Ohio
$328K +$19.2K +344 +6%
EM
577
ELCO Management
New York
$326K +$11.1K +200 +3%
BAAM
578
Baker Avenue Asset Management
California
$322K
S
579
SignatureFD
Georgia
$318K +$224K +4,020 +189%
PTC
580
Private Trust Company
Ohio
$318K -$235K -4,216 -41%
AAG
581
Armstrong Advisory Group
Massachusetts
$316K
STA
582
Summit Trail Advisors
New York
$315K +$56.5K +1,014 +20%
LPT
583
Legacy Private Trust
Wisconsin
$314K +$338K +6,065 New
CWP
584
Cyndeo Wealth Partners
Florida
$314K -$111K -1,993 -25%
HWM
585
Hohimer Wealth Management
Washington
$312K -$1K -18 -0.3%
XF
586
XML Financial
Maryland
$312K +$51.5K +925 +18%
CCA
587
Cooper Capital Advisors
California
$310K -$135K -2,420 -29%
ICP
588
Interchange Capital Partners
Pennsylvania
$304K +$12.9K +232 +4%
CSPIA
589
Cary Street Partners Investment Advisory
Virginia
$303K
CA
590
Claro Advisors
Massachusetts
$302K +$334 +6 +0.1%
ACP
591
Argyle Capital Partners
California
$302K -$86.8K -1,559 -21%
KeyBank National Association
592
KeyBank National Association
Ohio
$300K +$2.73K +49 +0.9%
AFG
593
Atomi Financial Group
New York
$299K -$50K -897 -13%
Northern Trust
594
Northern Trust
Illinois
$298K -$55.7K -1,000 -15%
CAM
595
Costello Asset Management
Pennsylvania
$298K +$64.9K +1,165 +25%
TDC
596
Thompson Davis & Co
Virginia
$295K +$317K +5,700 New
SIC
597
Samalin Investment Counsel
New York
$292K +$19.6K +352 +7%
NS
598
NBC Securities
Alabama
$292K +$315K +5,648 +141,200%
FPCP
599
Fort Point Capital Partners
California
$291K +$313K +5,617 New
TNB
600
Thomasville National Bank
Georgia
$285K